Tag: Morningstar

Recapping 2018 & Looking Ahead to 2019

ETF.com’s Lara Crigger unveils her 2019 ETF predictions.  Morningstar’s Ben Johnson recaps ETFs in 2018, offers a few ETF predictions of his own, and fields rapid-fire ETF questions.  iSectors’ Chuck Self discusses recent financial market action and looks ahead to next year.

WSJ vs. Morningstar: The Issue with Star Rankings

A recent Wall Street Journal article, “The Morningstar Mirage” questioned the usefulness of Morningstar’s popular star rating system for mutual funds.  Nate & Conor go in-depth on this topic, explaining why a lack of consistency in mutual fund manager performance is at the heart of the issue.  Steven Schoenfeld, Founder & Chief Investment Officer of […]

Best of The ETF Store Show

We replay some of our favorite guest interviews from this past summer including PowerShares’ Tom Boccellari on generating portfolio income, Morningstar’s Ben Johnson discussing sustainable investing, and PureFunds’ Andrew Chanin spotlighting two unique ETFs.

Morningstar’s Ben Johnson on Intersection of Sustainable Investing & ETFs

A growing area of investing is sustainable or socially responsible investing, where companies are screened based on environmental, social, and governance (ESG) factors.  Ben Johnson, Director of Global ETF Research at Morningstar, discusses his recent article on the topic, offering perspective on the intersection of sustainable investing and ETFs.

Reflecting Social Views Through Your Investments

A growing area of investing is sustainable or socially responsible investing, where companies are screened based on environmental, social, and governance (ESG) factors.  Nate & Jason discuss the trends driving this expanding segment and explain how ETFs are at the forefront of helping investors reflect social views through their investments.  Also, Ben Johnson, Director of Global ETF […]

Best of The ETF Store Show

We revisit some of our favorite guest interviews from the second half of 2015 including Morningstar’s Ben Johnson on active versus passive management, ETF.com’s Matt Hougan on the continued rise of ETFs, and Vanguard’s Ed Saracino on bonds and bond ETFs.

Morningstar’s Ben Johnson Discusses Active vs. Passive Management

Ben Johnson, Director of Global ETF Research at Morningstar, offers his perspective on active and passive management, including the recent investor shift towards index-based investments and the important role of investment costs.

Active or Passive Management?

In Part One of our two-part series on active versus passive management, Morningstar’s Ben Johnson discusses the recent investor shift towards index-based investments, the role of investment costs in the debate, and some of the challenges facing active managers.

Chat with Morningstar’s Sam Lee

Chat with Morningstar’s Sam Lee